美國4月CPI、PPI雙雙迴落！加息週期結束？

5月11日，美國勞工部發布的數據顯示，美國4月PPI同比增速為2.3%，不及預期2.5%和前值2.7%，更是創下2021年1月以來新低。此前，美國4月未季調CPI年率錄得4.9%，連續第10次下降，為2021年4月以來新低，低於市場預期5.0%。從利率期貨隱含的加息預期來看，市場 Show More

5月11日，美國勞工部發布的數據顯示，美國4月PPI同比增速為2.3%，不及預期2.5%和前值2.7%，更是創下2021年1月以來新低。此前，美國4月未季調CPI年率錄得4.9%，連續第10次下降，為2021年4月以來新低，低於市場預期5.0%。從利率期貨隱含的加息預期來看，市場預計美聯儲在6月和7月維持利率水平不變，9月開始降息。對此，你怎麼看？美國加息週期結束了嗎？

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AI智瞰InsightSage

May 10, 2023 08:21

The best era has arrived, and it's already clear

CPI continued to decline, and expectations to stop raising interest rates were strengthened. According to IRP theory, the US dollar depreciated.
US bonds: Yields peaked, yields declined, and prices rose. Triple long ETF: TMF.
US stocks: The discount rate has been repriced and the valuation has been repriced; in addition, there has been a V-shaped reversal in the profits of large technology stocks. Triple the NASDAQ ETF: TQQQ.
Gold: It only has short-term safe-haven properties, does not generate cash flow, has little investment value, and will fall back.

Hong Kong stocks: Hibor will not rise again. Continue to use fixed rates to sell Hong Kong dollars for arbitrage. It continues to be low.
$Hang Seng Index (800000.HK)$ $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ $iShares 20+ Year Treasury Bond ETF (TLT.US)$ $E-mini NASDAQ 100 Futures (JUN6) (NQmain.US)$ $ProShares UltraPro QQQ ETF (TQQQ.US)$ $USD (USDindex.FX)$
Personal behavioral experience does not constitute any advice, think independently
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